OMNIWEALTH Investments LLC manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering various topics like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Clients can specify restrictions on investments.
Assets Under Management$37M
Clients150
Advisors1
Avg. per Client$250K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual Investment Management fees may be negotiable at the discretion of OMNIWEALTH Investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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